Stokes Electric Company streamlines financial reporting and budgeting

Amanda Ware, Director of Accounting and HR at Stokes Electric Company, shares how Phocas has streamlined its financial reporting and inventory management. Previously relying on Excel and financial tools from Epicor’s P21, Amanda now uses Phocas to automatically pull data, saving hours each month. "It’s very user-friendly and helps us compare numbers month over month or year over year," she says. Phocas’ ability to drill down to transaction-level data has been a game-changer, making it easier to identify outliers in minutes instead of hours. Beyond financials, Amanda highlights how Phocas’ sales and purchasing databases are helping address inventory challenges. By analyzing stock turnover and shelf time, the team can better plan purchases and allocate floor space to profitable items.